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Sterling Investment Advisors (Pennsylvania)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed -$1K – 152
2022
Q2 		$1K Hold
10
– – ﹤0.01% 522
2022
Q1 		$1K Sell
10
-159
-94% -$8.47K ﹤0.01% 555
2021
Q4 		$18K Hold
169
– – 0.01% 376
2021
Q3 		$17K Hold
169
– – 0.01% 377
2021
Q2 		$17K Buy
169
+10
+6% +$574 0.01% 374
2021
Q1 		$15K Hold
159
– – ﹤0.01% 372
2020
Q4 		$14K Hold
159
– – ﹤0.01% 332
2020
Q3 		$13K Hold
159
– – 0.01% 328
2020
Q2 		$11K Hold
159
– – ﹤0.01% 334
2020
Q1 		$9K Hold
159
– – ﹤0.01% 318
2019
Q4 		$12K Hold
159
– – 0.01% 328
2019
Q3 		$12K Hold
159
– – 0.01% 331
2019
Q2 		$12K Hold
159
– – 0.01% 333
2019
Q1 		$11K Hold
159
– – 0.01% 333
2018
Q4 		$10K Hold
159
– – 0.01% 324
2018
Q3 		$12K Hold
159
– – 0.01% 341
2018
Q2 		$11K Hold
159
– – 0.01% 322
2018
Q1 		$11K Hold
159
– – 0.01% 310
2017
Q4 		$11K Hold
159
– – 0.01% 293
2017
Q3 		$11K Hold
159
– – 0.01% 290
2017
Q2 		$10K Hold
159
– – 0.01% 298
2017
Q1 		$10K Hold
159
– – 0.01% 284
2016
Q4 		$9K Buy
+159
New +$6.43K 0.01% 249

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ACWX Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ACWX in Q4 2016 and held it in 23 quarters. The position peaked at $18K in Q4 2021. 363 funds tracked by Wall St. Rank hold ACWX as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 10 iShares MSCI ACWI ex US ETF shares in Q3 2022, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares MSCI ACWI ex US ETF in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares MSCI ACWI ex US ETF position peaked at $18K in Q4 2021.
  • 363 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.